ESOP · DOL Form 5500 · 2023

Zimmerman Marine, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
59
Participants Small participant base
33rd
Percentile by assets National rank
$42,034
Avg per participant Low balance/head
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Official DOL plan name: Zimmerman Marine, Inc. Employee Stock Ownership Plan · Sponsored by Zimmerman Marine, Inc. · Virginia · Arts, Entertainment & Recreation

$2M in assets, 59 participants

Zimmerman Marine, Inc.'s Zimmerman Marine, Inc. Employee Stock Ownership Plan reported $2M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,656 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Zimmerman Marine, Inc. Employee Stock Ownership Plan ranks #1,656 of 2,945 2023 filers by assets (1120% of the sector average)-$2M for 59 participants.

#1,656
in Arts, Entertainment & Recreation (2,945 peers)
+6.3%
assets growth YoY

Zimmerman Marine, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Zimmerman Marine, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,479,986 33rd percentile higher than 33% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zimmerman Marine, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmerman Marine, Inc. Employee Stock Ownership Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmerman Marine, Inc. Employee Stock Ownership Plan reported net income fell from $288K in the plan year 2022 filing to $154K in the plan year 2023 filing.
  • Zimmerman Marine, Inc. Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Zimmerman Marine, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541181048 · Zimmerman Marine, Inc. PY 2023 · ESOP

Zimmerman Marine, Inc. Employee Stock Ownership Plan · $2M · 59 · 33rd

  • PART $2M
  • PART 59
  • PART 33rd
  • PART ESOP
  • PART near Spiars Engineering Employee Stock Ownership Plan
  • PART ind #1656

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Virginia →

Zimmerman Marine, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Zimmerman Marine, Inc. Employee Stock Ownership PlanZimmerman Marine, Inc. Emplo…$2MSpiars Engineering Employee Stock Ownership PlanSpiars Engineering Employee …$2MMilan Institute Employee Stock Ownership PlanMilan Institute Employee Sto…$2MRecord Press, Inc. Employee Stock Ownership PlanRecord Press, Inc. Employee …$2MSherwood Design Engineers Employee Stock Ownership PlanSherwood Design Engineers Em…$2M
End-of-year total assets ($M) among Zimmerman Marine, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$154K
Employer EIN541181048
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmerman Marine, Inc.)

Sponsor-wide plan assets over time

All Zimmerman Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.475126456929179% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M$2.6M 202220232024 $2.33M $2.18M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 51 $2M
2023 1 59 $2M
2024 1 72 $2M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Zimmerman Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Zimmerman Marine, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002479986 · Participants: 59Zimmerman Marine, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
Zimmerman Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Zimmerman Marine, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Zimmerman Marine, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Spiars Engineering Employee Stock Ownership Plan in TX ($2M); by covered participants it is Generations Bank Employee Stock Ownership Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zimmerman Marine, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Zimmerman Marine, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2023, from $2M to $2M. Reported net income was $154K.
How have Zimmerman Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmerman Marine, Inc.'s sponsor-wide assets declined 6.5%, from $2M to $2M.
Which ESOP plans are similar in size to Zimmerman Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Spiars Engineering Employee Stock Ownership Plan in TX ($2M, 77 participants).
Which ESOP plans cover a similar participant headcount to Zimmerman Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Generations Bank Employee Stock Ownership Plan in NY (59 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541181048.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.